Evercore Wealth Management, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1482689 New York, NY

Back to ADP Full portfolio

Position in ADP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,205,722

+$1,146,229 QoQ

Shares Held

54,502

+0.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#360

of 2,277 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in ADP Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $176,795,992 across 10 Software - Application names. ADP ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	1,219,547	$88,002,510
2	NOW	ServiceNow, Inc.	589,067	$58,482,571
3	ADP	Automatic Data Processing Inc This page	54,502	$12,205,722
4	ROP	Roper Technologies Inc	29,760	$10,070,485
5	CRM	Salesforce, Inc.	24,691	$3,868,092
6	ADBE	Adobe Inc.	13,346	$2,736,196
7	PAYX	Paychex Inc	7,541	$741,506
8	SSNC	SS&C Technologies Holdings Inc	4,410	$273,640

All Filings in ADP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,205,722	54,502	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$11,059,493	54,432	-1.0%	Shares	Sole	2026-05-15
2025-12-31	$14,148,421	55,003	-0.1%	Shares	Sole	2026-02-17
2025-09-30	$16,165,393	55,078	-1.6%	Shares	Defined	2025-11-14
2025-06-30	$17,258,064	55,960	-5.4%	Shares	Defined	2025-08-14
2025-03-31	$18,079,737	59,175	-1.9%	Shares	Sole	2025-05-15
2024-12-31	$17,659,522	60,327	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$16,862,541	60,935	-0.4%	Shares	Defined	2024-11-14
2024-06-30	$14,599,473	61,165	-0.4%	Shares	Defined	2024-08-14
2024-03-31	$15,343,275	61,437	-0.9%	Shares	Defined	2024-05-15
2023-12-31	$14,444,838	62,003	-2.4%	Shares	Sole	2024-02-14
2023-09-30	$15,277,791	63,504	-7.8%	Shares	Sole	2023-11-14
2023-06-30	$15,132,760	68,851	+5.2%	Shares	Sole	2023-08-04
2023-03-31	$14,565,566	65,425	-2.7%	Shares	Sole	2023-05-15
2022-12-31	$16,062,379	67,246	-2.1%	Shares	Defined	2023-02-14
2022-09-30	$15,531,788	68,667	-0.9%	Shares	Defined	2022-11-14
2022-06-30	$14,561,022	69,325	-6.6%	Shares	Sole	2022-08-15
2022-03-31	$16,890,293	74,230	-0.9%	Shares	Sole	2022-05-16
2021-12-31	$18,470,567	74,907	-0.1%	Shares	Defined	2022-02-14
2021-09-30	$14,991,400	74,987	+1.3%	Shares	Defined	2021-11-15
2021-06-30	$14,700,659	74,014	0.0%	Shares	Defined	2021-08-16
2021-03-31	$13,949,417	74,014	-2.5%	Shares	Defined	2021-05-17
2020-12-31	$13,370,937	75,885	+2.1%	Shares	Defined	2021-02-16
2020-09-30	$10,365,082	74,307	-0.5%	Shares	Defined	2020-11-16
2020-06-30	$11,120,891	74,692	+11.4%	Shares	Defined	2020-08-13
2020-03-31	$9,164,666	67,052	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.